Focus: Insurance Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Student Loan Refinancing, Financial Education
Languages: English, Spanish
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
As a professional in the financial services industry I often trace my interest and passion back to my love of fitness and athletics. The core values of team-building, discipline and focus have been the building blocks on which I continue to develop my foundation.
Given my background in hospitality, coaching and healthcare I am often asked why I had made the transition to financial services. The answer could not have been clearer. Over the years I have found love in helping others grow personally or professionally, developed relationships through my work and given back to a community that has given me so much more. Though my industry has changed, my passion for building lasting relationships and helping others maximize their potential will last a lifetime.
I have been beyond fortunate to find an industry which allows me the opportunity to give back and create an impact on my community and others to follow. Away from the fast-paced days, you can find me continuing to pursue my love for hospitality as well as spending mornings in the sun, maintaining my other passions of volleyball and tennis.
Licensed to service the states of New York and Florida.
Florida International University- Finance
The Ability Experience
Young Alumni Network- Alumni Development Chair
1221 Brickell Avenue Suite 300
Miami, FL 33131